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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-24 |
Branch Locations
1445 East Republic Road, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2022 | Present |
| Kpm Cpas | Springfield | MO | 04/2022 | Present |
| Kpm Wealth Advisors | Springfield | MO | 04/2022 | Present |
| Abacus Cpas | Springfield | MO | 01/2018 | 04/2022 |
| Stay At Home Parent | St. Louis | MO | 11/2015 | 01/2018 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | Present |
1) KPM CPAS, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, CPA FIRM, PUBLIC ACCOUNTING, CLIENT SERVICE ASSOCIATE, GENERAL ADMIN RESPONSIBILITIES, CLIENT RELATIONS AIDING CPAS/CFP WITH DUTIES, 0H/WEEK, SINCE 04/2022 2) KPM WEALTH ADVISORS, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, INVESTMENT RELATED DBA, CLIENT SERVICE ASSOCIATE, GENERAL ADMIN RESPONSIBILITIES, CLIENT RELATIONS, AIDING WITH CLIENT RELATED TASKS, 40H/WEEK, SINCE 04/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
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